401k Retirement Plan Account Manager

Risk Strategies Company

New York (NY)

Hybrid

USD 84,200 - 120,000

Full time

14 days+

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Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

Retirement savings

Paid time off

Job summary

A leading brokerage firm in New York City is seeking a Senior Talent Acquisition Partner to manage retirement plans and serve as the primary contact for clients. The ideal candidate has over 2 years of experience with 401(k) plans, a Bachelor’s degree, and strong communication skills. This hybrid role requires in-office presence 1-4 days a week. Competitive compensation includes a base salary between $84,200 and $120,000, along with comprehensive benefits.

Qualifications

2+ years of experience working with or servicing 401(k)s & Retirement plans.

Responsibilities

Manage workflows and communications for retirement plan Trustees and Participants.
Develop analysis on retirement options and performance.
Prepare client presentations and reporting.
Attend client enrollment and ongoing support meetings.
Serve as primary contact for assigned plan sponsors.

Skills

Detail-oriented

Client communications

Knowledge of ERISA regulations

Education

4-year Bachelor's Degree

Job description

Be among the first 25 applicants

Base pay range

$84,200.00/yr - $120,000.00/yr

Senior Talent Acquisition Partner - Northeast Region at Risk Strategies Company

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our New York City office location.

Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities.

Your Impact

Manage workflows and communications for retirement plan Trustees and Participants
Develop analysis on retirement options and performance
Prepare client presentations and reporting
Attend client enrollment and ongoing support meetings
Serve as primary contact for assigned plan sponsors
Act as liaison between plan sponsors and various internal groups.
Promote customer satisfaction through effective service delivery.
Ensure prompt and effective response to all plan sponsor inquiries.
Respond to plan sponsor's requests on a variety of issues, including plan amendments.
Understand the product, systems, and applicable IRS and DOL regulations.
Assist with compliance testing.

Successful Candidate Will Have

2+ years of experience working with or servicing 401(k)s & Retirement plans
4-year Bachelor\'s Degree
Strong attention to detail

At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $84,200 - $120,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.

Seniority level